Building Your Business

Starting out, you will spend a substantial amount of your workday out in the community you serve going door-to-door to homes and small businesses, making face-to-face contacts in order to build a book of business and obtain orders.

How will you go about creating clients and building a business? Through these face-to-face introductions you will make contacts with people who work or live in the geographic area adjacent to the approximate location of your future office. You will work to collect information regarding the potential client's income, assets, investments or debts. You will identify financial products that best meet the potential client's needs and financial circumstances. You will advise the potential client as to the advantages and disadvantages of different financial products and investment opportunities. Only after that one-on-one interaction and development of a comprehensive understanding of each individual's goals will you ask for the order, recommending only those securities which are suitable for the particular individual.

It’s a Personal Approach to Business
This is truly a unique level of personal service, and it is why we do business through neighborhood offices. Our long history of success proves that this time-honored way of doing business works for both our clients and Financial Advisors alike.

This is a unique and exciting opportunity for the right type of person. Make no mistake, however, this is a challenging career that requires great dedication and maximum effort. Becoming an Edward Jones Financial Advisor demands a unique commitment of time, energy and personal drive. However, for the right person using the tools and skills that Edward Jones provides, this can be a highly rewarding career both personally and professionally.

Initially, you will follow our recipe for success:

  1. Make 25 quality contacts per day (125 per week).
  2. Ask open-ended questions to obtain financial information.
  3. Present an appropriate investment and ASK for the order.
  4. Assess each contact and indicate the next action to be taken.
  5. Contact each prospect at least once every two weeks.

All while doing what’s right for the client. Does this sound like a working style you can commit to? Now, we suggest you reread those five steps more carefully and think about what each step really means. Making 25 quality contacts does not mean making 25 telephone calls or knocking on 25 doors. A quality contact is a conversation during which a prospect’s needs are assessed, his or her interest piqued, a product explained or an appointment set.

It takes an average of seven separate contacts before a potential client becomes an actual client. Would you find such a process frustrating or challenging? Your answer will tell you whether you should continue reading or consider looking elsewhere for a career better suited to yourself.

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Why Edward Jones?

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